First Horizon Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

First Horizon Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-719	Closed	-$55K	–	1469
2016 Q4	$55K	Hold	719	–	–	0.01%	505
2016 Q3	$55K	Hold	719	–	–	0.01%	498
2016 Q2	$55K	Hold	719	–	–	0.01%	499
2016 Q1	$53K	Hold	719	–	–	0.01%	528
2015 Q4	$50K	Buy	+719	New	+$51.2K	0.01%	489

Other funds holding AIVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

First Horizon Advisors's AIVL Position: Q1 2017 in Review

First Horizon Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2017, closing a stake of 719 shares — an estimated $55K sold.

First Horizon Advisors first reported a position in AIVL in Q4 2015 and held it in 5 quarters. The position peaked at $55K in Q4 2016. 122 funds tracked by Wall St. Rank hold AIVL as of Q1 2017.

First Horizon Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2017 after selling out during the quarter.
First Horizon Advisors sold 719 WisdomTree US AI Enhanced Value Fund shares in Q1 2017, an estimated $55K.
First Horizon Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2015 and held it in 5 quarters.
First Horizon Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $55K in Q4 2016.
122 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2017.

Based on First Horizon Advisors's 13F filing for Q1 2017, filed 2 May 2017.